The process of selecting mid-market accounting software usually starts with products that have achieved some name recognition and that's fine as long as the search does not end there. SouthWare Innovations (http://www.southware.com) has created in its Excellence Series� a worthy competitor, serving a number of industries and offering users a surprising array of functionality, either directly as SouthWare applications or through one of their independent sales vendors (ISV).
Service Management Series
This is a complete service management system that is comprised of four specific applications to help companies manage service contracts, track service histories and required preventive maintenance for each piece of equipment under service contract, daily planning and dispatch, and service invoicing.
* Contract Management: Tracks each service contract, including earned and unearned income, contract pricing, route scheduling, meter usage, renewal tracking, contract proposal, and addendum generation.
* Service Orders: Handles both recurring and on-demand service calls, technician scheduling, complete time and cost tracking, and all dispatch functions. This application also interfaces with SouthWare's Return Authorization application to track returns for credit, repair, exchange, and warranty work for both items sold as well as customer-owned equipment.
* Equipment Servicing: Maintains equipment service information including service histories, metered usage, location, status, preventive maintenance schedules, parts lists for each piece of equipment under service, skills required for servicing, and extensive warranty information, including on-line customer access for warranty inquiries, service requests, equipment service history, and notification of equipment relocation.
* Service Invoicing: Invoicing application for service management series. Includes recurring and contract billing as well as actual service calls.
NetLink� is a comprehensive tool for developing browser-based access to corporate data and processes for customers (including shopping carts), vendors, and employees. Live or off-line access is supported. The following are standard SouthWare functions.
* Order shopping cart is saved until order is submitted.
* Provides default pricing as well as customer-specific pricing.
* Catalog lookup. This is where SouthWare's use of catalog technology makes it very easy to set up a storefront.
* Automatically create customer for new sale.
* Easy add, change, or delete line items.
* Numerous options to show item pictures, notes, and discount from list price.
* Optionally supports SSL encryption for secure transmission of data.
Since NetLink is a framework for building an on-line business community, virtually anything that is possible within standard SouthWare can be accomplished with a browser. Sample supported requests include
* Sales orders submitted from customers and employees.
* Customer request for account balance and related details.
* Employee request for customer-related information.
* Customer requests for service (resulting in the creation of a service order).
* Requests for marketing materials.
* Changes of address or phone number.
* Request for invoice or purchase order details.
* Review of product history.
* Vendor review of open purchase orders.
* Review of shipped status of open sales orders.
* Review of product catalog and pricing.
* Dispatch status of open service calls.
* Internal review of current financial statements.
* Access to employee personnel information.
Service Management Series
This is a complete service management system that is comprised of four specific applications to help companies manage service contracts, track service histories and required preventive maintenance for each piece of equipment under service contract, daily planning and dispatch, and service invoicing.
* Contract Management: Tracks each service contract, including earned and unearned income, contract pricing, route scheduling, meter usage, renewal tracking, contract proposal, and addendum generation.
* Service Orders: Handles both recurring and on-demand service calls, technician scheduling, complete time and cost tracking, and all dispatch functions. This application also interfaces with SouthWare's Return Authorization application to track returns for credit, repair, exchange, and warranty work for both items sold as well as customer-owned equipment.
* Equipment Servicing: Maintains equipment service information including service histories, metered usage, location, status, preventive maintenance schedules, parts lists for each piece of equipment under service, skills required for servicing, and extensive warranty information, including on-line customer access for warranty inquiries, service requests, equipment service history, and notification of equipment relocation.
* Service Invoicing: Invoicing application for service management series. Includes recurring and contract billing as well as actual service calls.
NetLink� is a comprehensive tool for developing browser-based access to corporate data and processes for customers (including shopping carts), vendors, and employees. Live or off-line access is supported. The following are standard SouthWare functions.
* Order shopping cart is saved until order is submitted.
* Provides default pricing as well as customer-specific pricing.
* Catalog lookup. This is where SouthWare's use of catalog technology makes it very easy to set up a storefront.
* Automatically create customer for new sale.
* Easy add, change, or delete line items.
* Numerous options to show item pictures, notes, and discount from list price.
* Optionally supports SSL encryption for secure transmission of data.
Since NetLink is a framework for building an on-line business community, virtually anything that is possible within standard SouthWare can be accomplished with a browser. Sample supported requests include
* Sales orders submitted from customers and employees.
* Customer request for account balance and related details.
* Employee request for customer-related information.
* Customer requests for service (resulting in the creation of a service order).
* Requests for marketing materials.
* Changes of address or phone number.
* Request for invoice or purchase order details.
* Review of product history.
* Vendor review of open purchase orders.
* Review of shipped status of open sales orders.
* Review of product catalog and pricing.
* Dispatch status of open service calls.
* Internal review of current financial statements.
* Access to employee personnel information.
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